Manager, Revenue Analytics – Planning

This is a fully remote position, open to applicants in United States.

📋 Description

• Take charge of revenue predictability, planning, and providing executive insights regarding new, renewal, and expansion revenue.

• Oversee and mentor a Revenue Insights Analyst dedicated to post-sales analysis; recruit and expand the team as needed.

• Personally manage pre-sales analytics and planning while supervising team output and maintaining quality standards.

• Control forecast methodology and ensure accuracy across all revenue channels.

• Direct forecast cadence and conduct executive performance evaluations.

• Create and oversee capacity models (headcount, coverage, productivity).

• Spearhead annual and quarterly planning initiatives; align pipeline signals with planning assumptions.

• Guide quota and territory planning processes, ensuring that capacity, coverage, and quota assumptions are data-driven and well-aligned.

• Convert performance data into actionable insights, including Customer Acquisition Cost (CAC), sales effectiveness, and full-funnel conversion/velocity across new, renewal, and expansion.

• Proactively identify performance risks and pipeline gaps early—before the end of the quarter—with clear recommended actions.

• Provide reporting for executives and the Board.

• Develop and maintain pipeline reporting (coverage, conversion, progression, aging).

• Assist in the forecast process (rollups, validation, scenarios).

• Monitor leading indicators (pipeline creation, early-stage conversion).

• Prepare weekly forecast packages and dashboards.

• Ensure the accuracy of data and consistency in reporting.

• Implement strategies to utilize AI for enhancing forecast modeling and scenario generation.

• Employ AI-driven anomaly detection to identify pipeline/forecast risks earlier.

• Utilize AI to automate the drafting of narratives and insights, allowing more time for high-level analysis.

⛳️ Requirements

• 6–10 years of experience in RevOps, FP&A, or analytics roles; prior experience in people management or a player-coach capacity is preferred.

• Strong background in forecasting and financial modeling.

• Experience in supporting decision-making at the executive level.

• Advanced skills in Excel/BI; familiarity with AI/ML tools applied to forecasting or analytics is a plus.

• Extensive hands-on knowledge of Salesforce.com and Clari for reporting, dashboards, and pipeline data structures.

• Experience with quota and territory planning methodologies.

• Strong business acumen and excellent communication skills.

🏝️ Benefits

• Excellent PTO program.

• Outstanding health benefits.

• A casual and friendly work environment.

• Remote work opportunities.

• Leadership team committed to personal and professional development.